BakerAvenue Wealth Management
Since 2004, BakerAvenue has guided clients through personal and professional transitions, offering comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. It emphasizes intelligent wealth management solutions and fostering long-term value creation.
2004
100% employee-owned
Focus on capital preservation during market downturns while aiming for long-term growth through diverse strategies.
San Francisco, Ca, United States
About
Mission
To create a positive impact by supporting clients and communities, emphasizing lifestyle, growth, and legacy, while aligning portfolios with values through sustainable and responsible investing.
Values
Excellence, trust, community, purpose, passion, performance.
Participant Demographics
High-net-worth individuals, families, trusts, foundations, and endowments.
Track Record
Team Experience
Team includes professionals with credentials such as CFA, CFP®, JD, LL.M, etc.
Notable Achievements
Certified B Corporation, signatory of UN PRI, 98% client retention rate.
Project Track Record
Focused on high-net-worth families, real estate, impact investing, and concentrated stock management.
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San Francisco, Ca, United States
Legal & Compliance
SEC Registered Investment Advisor.
No major violations mentioned.
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